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Disclosery

Matrix Trust Co: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matrix Trust Co on VOO, newest first. How the timeline and the estimate are built.

Matrix Trust Co held 44,826 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,826 shares
    Change vs previous 13F +8 shares

    4.57% of the 13F portfolio, value $31,417,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,818 shares
    Change vs previous 13F +198 shares

    4.46% of the 13F portfolio, value $30,781,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 44,620 shares
    Change vs previous 13F +24 shares

    4.43% of the 13F portfolio, value $26,663,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 44,596 shares
    Change vs previous 13F +312 shares

    4.62% of the 13F portfolio, value $27,968,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 44,284 shares
    Change vs previous 13F +422 shares

    4.25% of the 13F portfolio, value $27,118,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 43,862 shares
    Change vs previous 13F +681 shares

    3.97% of the 13F portfolio, value $24,915,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 43,181 shares
    Change vs previous 13F -164 shares

    3.74% of the 13F portfolio, value $22,191,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 43,345 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $23,355,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).